Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
434 Views
Reality Check II: How Much Premium Does DTAC Deserve?
In the last review, we discussed the possibility of DTAC being put to play. If there is no chance of M&A, this would definitely not be our top...
314 Views
Thai Telcos: M&A Heating Up. JASIF Looks like a Winner
The Thai Telco market has recently seen a number of M&A rumors. The key targets are Jasmine (JAS TB) and DTAC (DTAC TB) with AIS (ADVANC TB)...
333 Views
A Full-Day AIS Crash Course
AIS arranged a full-day event to highlight four themes on November 18, namely: 1) its ambitious 'digital transformation' goals; 2) AIS Fiber as a...
333 Views
The New World Order in Thai Telecoms
What we hear on the Street right now has been highlighted earlier but appears to become more evident in recent stock price movements. Despite weak...
328 Views